NORTHWEST WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
NORTHWEST WEALTH MANAGEMENT, LLC disclosed 301 stock positions in a recent SEC 13F filing. $777,255,262 of stock holdings were filed, with the largest holdings including VGIT, ITOT, and DFAC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,031,354,549 and has 26 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
301Est. Stock Holding Value:
$777,255,262Top Stock Holdings By Sector
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Portfolio Stock Holdings - NORTHWEST WEALTH MANAGEMENT, LLC
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Portfolio Options Holdings - NORTHWEST WEALTH MANAGEMENT, LLC
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